Few months ago we added custom fields in the Contacts app. In this post, we will show how to use these custom fields to implement a feature requested by one our our Upvise users: To mark a contact within a company as “primary”, “retired” or “no longer there”.

It helps organize companies with several contacts and helps identify who the primary contact is and who was there and has left, without deleting them.

Up to now, you could only assign a contact to a company by editing the contact and setting the Company field.

You can now add contacts directly to a Company.

On your mobile, goto the Edit screen of the Company and under the Linked Items section, select Contacts. You can either add an already existing contact or create a new contact.
In your web account, click on the New button from the View Company screen, and select New contact. You can either add an existing contact from the drop-down list or create a new contact.

When you define a Custom field that has the type “phonenumber”, you can now call the number directly when selecting it from the view screen of the data item.
In the same way when you define an “email” type of custom field, you can email the contact directly from the view screen.

N.B.: Requires Upvise version 4.1.4 for Android

Custom Fields can be defined in the Contacts, Projects, Sales app, etc..: click on the More button in the tool bar of the web app and select the Custom Fields menu.

We have improved the layout of the Quote or Invoice PDF export in the Sales application, in order to gain space. In particular, when the client Company address information was empty, the PDF generator added a number of unnecessary blank lines to the document.